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Six Steps to Kickstart Investing When You’re Young
Entering your twenties and thirties is an exciting time filled with possibilities, but it's also a critical period for setting the stage for your financial future. Whether you're a young adult eager to start investing [...]
Considering a Move? 12 States With the Lowest Property Taxes
Property taxes play a significant role in American households' finances, with the average household spending $2,869 annually, according to a recent WalletHub report. These taxes impact not only homeowners but also renters, as they influence [...]
The Case for Filing a Tax Extension: Why It’s Not Always a Bad Idea
Filing taxes can be a daunting task for many individuals, and sometimes life's circumstances can make it even more challenging to meet the April 15 deadline. Whether it's due to unexpected life events, complexities in [...]
Diversification Demystified: Building a Resilient Retirement Portfolio
When it comes to planning for retirement, the adage "Don't put all your eggs in one basket" couldn't be more apt. Diversification is a fundamental principle that underpins the construction of a resilient retirement portfolio, [...]
A Strategic Guide to Maximizing Tax Returns and Minimizing Liabilities
For those who wish to invest in their future, smart financial planning extends beyond selecting promising assets. It involves a keen understanding of tax implications to maximize returns and minimize liabilities. Tax-efficient investing is not [...]
Three Crucial Tax Rules for Retirees
As retirees embark on a new chapter in their lives, understanding the intricacies of tax rules becomes paramount for effective financial planning. The last thing you want is a surprise at tax time in the [...]
Affinity “Mark” et Minute – November 10, 2021
Investment Commentary – November 9, 2021 Year to Date Market Indices as of November 9, 2021 • Dow 36,319 (18.00%) • S&P 4,685 (22.89%) • NASDAQ 15,886 (21.23%) • Gold $1,834 (-3.34%) • OIL $84.36 [...]
Affinity “Mark” et Minute – October 28, 2021
Investment Commentary – October 27, 2021 Year to Date Market Indices as of October 27, 2021 • Dow 35,673 (18.00%) • S&P 4,566 (22.89%) • NASDAQ 15,558 (21.23%) • Gold $1,732 (-5.57%) • OIL $83.62 [...]
Affinity “Mark” et Minute – October 20, 2021
Investment Commentary – October 15, 2021 Year to Date Market Indices as of October 15, 2021 • Dow 34,229 (12.29%) • S&P 4,352 (16.15%) • NASDAQ 14,546 (13.05%) • Gold $1,732 (-8.87%) • OIL $74.76 [...]
Affinity “Mark” et Minute – October 13, 2021
Investment Commentary – October 13, 2021 Year to Date Market Indices as of October 13, 2021 • Dow 34,229 (12.29%) • S&P 4,352 (16.15%) • NASDAQ 14,546 (13.05%) • Gold $1,732 (-8.87%) • OIL $74.76 [...]
Affinity “Mark” et Minute – September 28, 2021
Investment Commentary – September 28, 2021 Year to Date Market Indices as of September 28, 2021 • Dow 34,229 (12.29%) • S&P 4,352 (16.15%) • NASDAQ 14,546 (13.05%) • Gold $1,732 (-8.87%) • OIL $74.76 [...]
Affinity “Mark” et Minute – September 15, 2021
Investment Commentary – September 15, 2021 Year to Date Market Indices as of September 15, 2021 • Dow 4,474 (14.02%) • S&P 4,440 (19.48%) • NASDAQ 15,409 (19.83%) • Gold $1,799 (-5.40%) • OIL $71.48 [...]